CIR

Clear Investment Research Portfolio holdings

AUM $79.3M
1-Year Est. Return 7.34%
This Quarter Est. Return
1 Year Est. Return
+7.34%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$46.6M
AUM Growth
+$5.53M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
132
New
Increased
Reduced
Closed

Top Buys

1
+$230K
2
+$131K
3
+$131K
4
IVE icon
iShares S&P 500 Value ETF
IVE
+$116K
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$114K

Top Sells

1
+$924K
2
+$278K
3
+$264K
4
SPLV icon
Invesco S&P 500 Low Volatility ETF
SPLV
+$244K
5
SPMO icon
Invesco S&P 500 Momentum ETF
SPMO
+$179K

Sector Composition

1 Consumer Discretionary 3.31%
2 Technology 1.73%
3 Financials 1.51%
4 Healthcare 1.09%
5 Utilities 0.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$5.06M 10.84%
61,943
+512
2
$4.44M 9.52%
124,845
-3,640
3
$4.2M 9%
13,562
-852
4
$2.94M 6.29%
42,990
-462
5
$2.82M 6.04%
49,308
-4,869
6
$2.6M 5.58%
81,539
+2,915
7
$2.45M 5.26%
51,514
-512
8
$1.9M 4.08%
15,461
+1,064
9
$1.78M 3.82%
22,666
+671
10
$1.43M 3.07%
115,758
+9,204
11
$1.38M 2.95%
26,536
-704
12
$1.28M 2.75%
91,559
+714
13
$1.23M 2.64%
11,381
+1,074
14
$857K 1.84%
16,488
-650
15
$822K 1.76%
6,955
+809
16
$676K 1.45%
38,514
+5,832
17
$504K 1.08%
2,434
-284
18
$465K 1%
9,361
-4,912
19
$457K 0.98%
8,474
+4,261
20
$448K 0.96%
3,421
-991
21
$432K 0.93%
18,177
22
$431K 0.92%
2,627
23
$414K 0.89%
27,838
-8,490
24
$413K 0.89%
25,268
+2,008
25
$370K 0.79%
4,056
+4
1
2 3 4 5